A new report from DigiTimes says MacBook sales in the third quarter are up by 20% when compared to the same period last year. The report also says Taiwan-based diode makers are seeing “robust demand” for MacBook parts, as the remote working trend continues.
Recent sales of its MacBook devices, including MacBook Pro and MacBook Air lineups, have increased over 20% from a year earlier, with shipments of related products to Japan and Asia Pacific hitting record highs, said the sources, citing data from Apple.
The report jibes with Apple’s earning results report for the third fiscal quarter of 2020, in which Mac sales surged as people made the transition from working in the office to working at home. Mac sales showed double-digit growth during the quarter, with sales of $7 billion, up from $5.8 billion in the year-ago quarter.
Sales were also likely aided by Apple’s release of an updated MacBook Air in March and an updated 13-inch MacBook Pro in May.
The Mac sales growth rate should also help carry Taiwan’s diode makers’ shipment momentum in the third quarter of 2020, which should see them through until Apple’s new “iPhone 12” lineup goes into full production.
The report’s sources note that diode makers have yet to ramp up related shipments for the iPhone 12 lineup, “which are expected to be released soon.” Apple CFO Luca Maestri has said that the 2020 iPhone lineup will be available “a few weeks later” then the 2019 iPhones, which became available in late September. Many expect to see the iPhone 12 lineup to hit shelves in mid-October.
Four OLED iPhones in three display sizes are expected, likely in 5.4, 6.7, and 6.1 inches (2 devices). The 6.7-inch iPhone and one 6.1-inch model are expected to be the high-end devices that will boast triple-lens cameras, while the 5.4 and 6.1-inch models will be lower-priced iPhones with dual-lens cameras.